Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

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The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
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representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Investing in securities involves risk of loss. Past performance is no guarantee of future results. Certain market and/or interest rate risks may adversely affect any investment, and could cause a loss in your account. The risk parameters or comparative index selections you provided us are guidelines only. There is no guarantee that they will be met or exceeded.

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Shares of any particular fund may fluctuate in value and when redeemed may be worth less than their original cost. There is no guarantee that your target allocation or fund research recommendations will protect against such loss of investment

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